Neuberger Berman Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Neuberger Berman Group’s Portfolio AVTA Stock Details AVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,069	Closed	-$204K	–	1680
2018 Q3	$204K	Sell	5,069 -9,479	-65%	-$345K	﹤0.01%	1571
2018 Q2	$572K	Sell	14,548 -1,059	-7%	-$34.2K	﹤0.01%	1367
2018 Q1	$403K	Sell	15,607 -33,897	-68%	-$806K	﹤0.01%	1396
2017 Q4	$1.12M	Sell	49,504 -49,294	-50%	-$1.1M	﹤0.01%	1165
2017 Q3	$2.5M	Buy	98,798 +832	+0.8%	+$18.8K	﹤0.01%	951
2017 Q2	$2.08M	Buy	+97,966	New	+$1.94M	﹤0.01%	996

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Neuberger Berman Group's AVTA Position: Q4 2018 in Review

Neuberger Berman Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 5,069 shares — an estimated $204K sold.

Neuberger Berman Group first reported a position in AVTA in Q2 2017 and held it in 6 quarters. The position peaked at $2.5M in Q3 2017. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

Neuberger Berman Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Neuberger Berman Group sold 5,069 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $204K.
Neuberger Berman Group first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 6 quarters.
Neuberger Berman Group's Avantax, Inc. Common Stock position peaked at $2.5M in Q3 2017.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Neuberger Berman Group's 13F filing for Q4 2018, filed 12 Feb 2019.